Steward Partners Investment Advisory’s Confluent CFLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$17.7K Buy
2025
Q2
$12.3K Buy
2025
Q1
$5.67K Buy
2024
Q4
$2.6K Buy
2024
Q3
$408 Buy
2024
Q2
Sell
2024
Q1
$44.1K Hold
2023
Q4
$33.8K Buy
2023
Q3
$42.2K Hold
2023
Q2
$50.4K Hold
2023
Q1
$34.3K Hold
2022
Q4
$31.7K Hold
2022
Q3
$34K Buy
2022
Q2
$28K Hold
2022
Q1
$49K Buy
2021
Q4
$69K Hold
2021
Q3
$54K Buy
2021
Q2
$5K Buy